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Mission Wealth Ranked as Top RIA firm by Financial Advisor Magazine

In Articles, Firm Announcements by Mission Wealth

Mission Wealth is pleased to announce it has been named to Financial Advisor Magazine’s 2017 RIA Ranking, which lists the top Registered Investment Advisor firms in the country. The ranking was released in the magazine’s July issue. Tens of thousands of independent advisory firms across the nation were narrowed down to just 638. Mission Wealth placed in the top 26% …

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Supporting Nature and Science Education at the Santa Barbara Museum of Natural History’s 30th Annual Wine & Food Festival

In Articles, Firm Announcements by Mission Wealth

On June 24, Jenna Rogers and Dannell Stuart attended the 30th Annual Wine and Food Festival at the Santa Barbara Museum of Natural History, where they mingled with winemakers, bakers, and local chefs. Guests enjoyed the best of Central Coast Wines and tried their luck in the annual Every Cork Wins! raffle, which guaranteed that every participant won. Raffle prizes included gifts from the attending wineries …

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Spotlight on the Team: Alex Xiques

In Articles, Firm Announcements by Mission Wealth

Although I grew up in Santa Barbara, my dad was born in Cuba so we spent many of my childhood summers at my grandmother’s house in Miami with my dad’s side of the family. I remember hearing their stories about Cuba and what life was like as Castro began to take power. When they fled Cuba in 1962, they had …

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Celebrating Champions in Health Care with Pacific Coast Business Times

In Articles, Firm Announcements by Mission Wealth

On June 22, Dannell Stuart attended the 2017 Champions in Health Care event hosted by the Pacific Coast Business Times. With a lot of the baby boomer generation starting to head toward retirement, health care needs for the aging demographic is at high demand. This year’s event aimed to honor individuals in the health care sector that have shown exceptional …

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Mission Wealth Named to Financial Times 300 Top Registered Investment Advisers

In Articles, Firm Announcements by Mission Wealth

Mission Wealth is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers, which was released today. The list recognizes top independent RIA firms from across the U.S. This is the fourth year in a row that Mission Wealth has been recognized. Mission Wealth manages over $1.5 billion in assets, …

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Mission Wealth Featured in Pacific Coast Business Times “Who’s Who in Banking & Finance”

In Articles, Firm Announcements by Mission Wealth

Mission Wealth partners Seth Streeter, Brad Stark, Dannell Stuart and Tricia Fahnoe are featured in today’s special issue of Pacific Coast Business Times “Who’s Who in Banking & Finance”. Every year, PCBT publishes a listing of key players in the region’s pivotal banking and finance industry. This Who’s Who profiles senior executives in one of the region’s most dynamic industries. …

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Spotlight on the Team: Steve Caltagirone

In Articles, Firm Announcements by Mission Wealth

I moved a ton as a kid. I was actually in a different school and/or different state each year for many of my formative years. I then moved across the country to start high school in California. I believe the cumulative experience made me incredibly adaptable to just about any environment. I also think it led to me being extremely …

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Supporting Education for Children at the 10th Annual Fore Our Schools Golf Tournament

In Articles, Firm Announcements by Mission Wealth

On May 22, Matt Adams from Mission Wealth participated in the 10th Annual Moraga Schools Golf Tournament, which benefited the schools of Camino Pablo, Los Perales, Rheem Elementary, Joaquin Moraga Intermediate, and Campolindo High School. The tournament is a community-wide tradition hosted by Fore Our Schools Foundation, and has raised nearly $450,000 for the Moraga Education Foundation over the course …

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An Enriching Evening with Fairview Gardens

In Articles, Firm Announcements by Mission Wealth

On Friday May 19, Seth Streeter and Michelle Wisniewski from Mission Wealth attended the Fairview Gardens “Farm to Table” Celebration. Mission Wealth was a proud sponsor of the truly enriching experience on the farm. The event began with Mulberry cocktails and refreshing beverages from Mathiasen Family Wine Company and Fiddleback Brand Wines. A live band played a melody as guests …